Leonard Rickey Investment Advisors P.L.L.C. Blackrock Short Maturity Bond Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$433 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 06, 2021	SELL	$50.15 - $50.25 $606,163 - $607,371	-12,087 Closed	0 $0
Q3 2020 Oct 16, 2020	BUY	$49.97 - $50.15 $1,349 - $1,354	27 Added 0.22%	12,087 $606,000
Q2 2020 Jul 21, 2020	BUY	$48.5 - $50.01 $2,910 - $3,000	60 Added 0.5%	12,060 $603,000
Q1 2020 Apr 28, 2020	BUY	$45.53 - $50.41 $546,360 - $604,920	12,000 New	12,000 $582,000

Others Institutions Holding NEAR

# of Institutions

347

Shares Held

38.7M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

3.38M
Shares

$171 Million
0.01% of portfolio
Bramshill Investments, LLC Naples, FL

2.97M
Shares

$150 Million
16.79% of portfolio
Clearwater Capital Advisors, LLC

2.41M
Shares

$122 Million
12.68% of portfolio
Morgan Stanley New York, NY

2.34M
Shares

$119 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.05M
Shares

$104 Million
0.05% of portfolio

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